Evermay Wealth Management LLC - Q42025 Holdings

Evermay Wealth Management LLC holds 570 stocks with a total portfolio value of $ 891.16M as of Q42025. In Q42025, Evermay Wealth Management LLC added 35 new positions, increased stakes in 69 stocks, reduced 165 holdings, and fully exited 23 positions. The largest holding is Spdr Series Trust (SPTI), representing 15.03% of the total portfolio.